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Sanchez Wealth Management Group, LLC

A Registered Investment Advisor 5150 Belfort Rd., Suite 702, Jacksonville, FL 32256 • 904.281.9261 • sanchezwealth.com What makes your practice different from the rest? There are three main pillars to what makes Sanchez Wealth unique. It begins with helping our clients build a comprehensive personal balance sheet. This helps us to understand the client’s financial […]

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River Capital Advisors, L.C.

Pictured: (left to right) Robert M. Simon, Melissa Caldwell, Mark A. Dennis & Edward P. Schmitzer 5011 Gate Pkwy., Bldg. 100, Suite 300, Jacksonville, FL 32256 • 904.398.2075 •  rcawealth.com What makes your practice different from the rest? We are different in a number of important ways. For over 16 years, River Capital Advisors, L.C. […]

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The PRISM Group of North Florida, Inc.

225 Water St., Suite 1235, Jacksonville, FL 32202 • 904.596.7904 • theprism-group.com PRISM Group’s Core Values Integrity: We provide professional services with the highest level of integrity. Our manner is one that is fair and reasonable to our clients and partners. We shall disclose any conflicts of interest in providing our services. We respect our […]

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Meinrod & Leeper Wealth Management of Raymond James

Pictured: (back row) Paula Mathis, Adam Meinrod, Chris Leeper & Karen Brown (front row) Lisa Mercado & Judy Smith; Not pictured: Leslie Dix Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC 9822 Tapestry Park Cir., Suite 202, Jacksonville, FL 32246 • 904.642.3257 • meinrodleeper@raymondjames.com Describe your practice. From the time a client walks […]

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The Lighthouse Group at Morgan Stanley

Pictured: (left to right) Dennis Rosa, Susan LeMasters, Brian Stokes,  & Jared Policastro 50 A1A North, Suite 112, Ponte Vedra Beach, FL 32082 • 904.273.7563 • morganstanleyfa.com/lighthouse Describe your practice. The Lighthouse Group takes a panoramic approach to organizing wealth. We start with questions that help solve problems, simplify decisions and create clarity for your […]

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Krier Wealth Management

3840 Belfort Rd., Suite 201, Jacksonville, FL 32216 • 904.296.8138 • 800.624.2376 • krierwealth.com Describe your practice Krier Wealth Management is fiercely independent. We deliver wealth management with expertise, integrity and consistency. Our straight forward approach caters to individuals and businesses looking for customized solutions. Our staff is comprised of seasoned veterans from various areas […]

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CPA Retirement Planning

Pictured: (left to right) John Linge, Mary Vertner, Libby Deutsch, Emily Engstrom & Scott Reid Blueprinting Successful Retirements 165 Wells Rd., Suite 407, Orange Park, FL 32073 • 888.541.0076 • retirewithcpa.com Describe your practice’s investment philosophy CPA Retirement Planning is proud to have developed a Quantitative Tactical Asset Allocation Strategy called DRIPS that uses mathematical […]

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The Beard, Storm, Chappell Group

UBS Wealth Management One Independent Dr., 30th Floor, Jacksonville, FL 32202 • 904.301.3122 • ubs.com/team/thebscgroup Describe your practice. The mission of our team is to provide financial peace of mind to our clients. We focus on providing objective, unbiased, experienced advice to a select group of families and institutions. With more than 140 years of […]

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The Baggs Dixon Powell Group at Morgan Stanley

Pictured: (left to right) Bill Dixon, Wendy R. Kennedy, Andrew C. Baggs & Neil B. Powell 50 A1A North, Suite 112, Ponte Vedra Beach, FL 32082 • 904.273.7584 • morganstanleyfa.com/baggsdixonpowellgroup (c) 2014 Morgan Stanley Smith Barney LLC, Member SIPC. CRC 970651 7/14 Describe your practice. Our wealth management team, which consists of three wealth advisors, […]

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B&C Financial

The Butensky & Cohen Building, 110 Professional Dr., Ste. 101, Ponte Vedra Beach, FL 32082 • 904.273.9850 • BandCfinancial.com Who We Are & What We Do We are a hands-on, fee-only, registered investment advisor, managing assets for individuals, corporations and trusts. Fee-only means no mark-ups, no commissions, and no product sales; just personalized, professional service […]

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